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EZ Elder Law > Blog > Elder Law > Taxes

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Tax Cases

Jun 2nd, 2021

elder law resources - ABLE Accounts - Additional Guidance - Trust Beneficiaries

Transfer of Partnership Interest Was Not Immediate Gift (TC) —————————————— The tax court was faced with whether gifts petitioners made of limited partnership interests to their adult children during 2000, 2001, and 2002 qualified as annual exclusions pursuant to section 2503(b). The court found that they did not. On September 11, 1997, petitioners formed Price […]

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